See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $390,172 | $179,726+117.1% | $156,263+149.7% | $142,382+174.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | -12.79% | 77.86%-90.6pp | 59.47%-72.3pp | 217.08%-229.9pp |
| Employer contribution / active EE | $27,912 | $5,069+450.6% | $4,333+544.2% | $4,299+549.3% |
| Participant deferral / active EE | $6,200 | $6,956-10.9% | $6,158+0.7% | $6,507-4.7% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |